Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,571 | $157,276-42.4% | $141,177-35.8% | $152,885-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.80% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $416 | $7,110-94.2% | $6,710-93.8% | $5,851-92.9% |
| Admin fee / account holder | $5,399 | $12,123-55.5% | $10,263-47.4% | $11,598-53.5% |